It's important to understand both the fundamentals and the kind of stock to be shorted, says Calamos Co-CIO Michael Grant, Head of Long/Short Strategies and Senior Co-Portfolio Manager.
Read PostThis is not a mirage, says Michael Grant, Calamos Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies. Risk assets will be supported by the strongest year for global GDP in more than two decades. This is one of the best backdrops for sustained gains in years.
Read PostWe revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.
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